“… The analysis of 361’s antivirus software industry has basically come to an end. The group’s opinion is that there is no need to worry. As long as we continue to increase investment, 361 will fail sooner or later.
The reason why we invited you all here today is mainly because there is another more serious problem, which the group just received anonymous information about two days ago.
According to insiders, WeChat Technology's overseas user base has exceeded 500 million, and its domestic user base has exceeded 200 million.
Qingyun Group has proved with facts that mobile smart phones have gradually become another mainstream market. With the popularization of smart phones, this small and portable communication tool.
Perhaps in the near future, there will be signs that it will replace the computer.
However, the group’s mobile QQ and new smart communication software development work have not been going smoothly since the project was launched. ”
In Pengcheng, at Tengda's headquarters, Liu Zhiping looked solemn, "Boss Xu, let me interrupt you, have the source and authenticity of this confidential information been confirmed?
In other words, Qingyun Group has grown to such a large scale right under our noses, but has never been discovered?
Is this possible? "
Xu Chenye nodded affirmatively, "The specific information sources have been compared with many parties, and their authenticity is beyond doubt. Many authoritative media such as the Lijiapo Lianhe Zaobao quoted the data provided by Qingyun Southeast Asia Branch.
In addition, the company also spent a lot of money to obtain complete information from venture capital companies that wanted to invest in the Southeast Asian Qingyun WeChat Technology Branch, which only covers nine countries in Southeast Asia (excluding East Timor).
There are more than 360 million registered users, with an average of over one million active users per day. Companies in many places prefer WeChat for office work.
This does not include users who have briefly logged into WeChat anonymously through other business platforms. If all of them are counted, the actual user scale is far greater than this.
Previously, the group had always believed that Qingyun used WeChat to promote information in order to replace QQ to avoid leaks in internal work, similar to Ali Wangwang..."
WeChat has been successfully promoted in Southeast Asia, Samba, and some small countries in Central Asia. Although the user base is not large, at this stage, there are not many smartphone users worldwide.
In particular, the 3G standards of different countries are different, and the mobile phone operating systems and software service providers are also different, each with its own technical limitations, which leads to the mobile phone software of large multinational companies being inefficient.
It is also difficult to promote it successfully in various countries as there are too many links that need to be opened up.
Everything can only wait until the 4G era, when unified standards will enable global interoperability (the computer side will not be affected).
So at the beginning, Tenda did not take it seriously. Just like in the past, it slowly developed its own mobile QQ project. It was not that they were pessimistic about the development trend of mobile Internet.
Instead, it is the best choice forced upon them by the current situation. Mobile Internet hardware manufacturers have not reached a unified standard at all. Everyone is doing their own thing and no one cares about anyone else.
The industry's consensus at this time is similar to that of the past, believing that the 3G standard will not be replaced by new technologies within ten years, and that everyone has plenty of time to perfect their business layout.
Even a big company like Qiandu was fooled and simply gave up the mobile Internet market. It was not until 4G was commercialized on a large scale that Qiandu woke up from its dream and hurriedly launched its own project.
Qiandu is like this, and Ali Tengda is not much stronger. In fact, big companies around the world are similar and are very wary of new technologies that deviate from their original systems.
That is, it is impossible to easily give up the competitive advantage of the original track. From the perspective of later generations, most people have a consistent view on mobile Internet.
They are optimistic, but do not believe that a technological breakthrough can be achieved in a short period of time. In fact, just as they judged, there has been no major development in the mobile Internet in the three years from 10 to 13.
It is nothing more than some quantitative breakthroughs based on existing technology, but the essence has not changed.
Just like Tencent in history, it launched WeChat ahead of schedule in early 11 due to pressure from its competitors. It was not until the end of 12 that its registered users barely exceeded 2 million.
But everyone knows how inflated this number is. At that time, WeChat did not even have a real-name system, and one person could register thousands of accounts.
To put it more exaggeratedly, if you exclude users of 2G and keypad phones, you will find that there were not even 1 million users in the country using 3G or 4G to access the Internet at that time.
Its actual active user base did not exceed that of traditional QQ until 17/18. This is an industry closely related to the infrastructure level of telecommunications operators.
No matter how much you brag, you can't exceed the hardware limitations.
So Qingyun took a different approach. Since the pool was not big enough, it tried to expand its living space. If it couldn't produce the 13 Redmi, it could still try a low-profile version of Honor.
It is a temporary substitute that can barely be used to play games online and will be completely eliminated by the market in two years. It can be used to log in to the group's apps.
The order volume of tens of millions of spare parts cannot be concealed from those who are interested. Combined with some other supporting evidence, it allows outsiders to vaguely see Qingyun's overall layout.
Tengda took a general look and kept paying close attention, but did not react too much. After all, they did not really understand it, until someone laid out all the ins and outs on the table.
Tenda finally realized that Qingyun had great ambitions for instant messaging and was even willing to make hardware itself in order to expand the scale of mobile Internet users and overtake others.
"There is no need to verify the authenticity of the news. Even if it is false, the company will treat it as true."
Tony Ma frowned at this time, "Internet instant messaging business is the foundation of Tenda's survival, there is no possibility of any compromise.
Moreover, through yesterday's contact with the three major operators, China Mobile has plans to introduce the group to participate in Fetion operations, which indirectly confirms Qingyun's overall layout in the field of instant messaging.
Regarding the competition in the communications industry, the Group has only one principle: never compromise!
No matter who the opponent is, we must do our best to defeat him."
Liu Zhiping was helpless. He was not afraid of any of his peers across the country except Qingyun, because Tengda's market value was only HK$3000 billion, while Qingyun had cash equivalents.
It's far more than just hundreds of billions. Add to that the peripheral subsidiaries that have first-mover advantage in the industry, if the two groups fight, can Tengda win?
With the current profit share given by Qingyun every year, advertising revenue alone is a huge pie worth billions, given its food delivery, express delivery, e-commerce, and online ride-hailing businesses.
Group buying and businesses such as electronic products, vehicles, and insurance are enough to support a decent instant messaging company.
As the president of the group, he knew very well what these resources represented. If the two sides fought, it would inevitably be a protracted war, and the winner might not be determined in the next ten years.
Or perhaps, the entire Tengda would come to a standstill because of this. Thinking of this tragic consequence, his mouth was filled with bitterness.
“Should we try to contact Qingyun first and find out their bottom line? If we can merge with them, that would be the best. If that doesn’t work, the company might also try to introduce Qingyun as a strategic partner.
In essence, WeChat is no different from QQ. What WeChat can do, QQ can also do, and we have an extremely high market share. These are beyond the reach of Qingyun.
What's more, before this, they had been promoting WeChat internally in a very low-key manner and had not promoted it on a large scale in public, which was enough to show that they were very wary of the group.
So is there any possibility of cooperation between the two sides?
Of course, this is just my personal opinion. If you have a better way, I'd love to hear it. "
"Old Liu, you are not very optimistic about this competition?"
Tony Ma looked a little unhappy, but even in the face of his questioning, Liu Zhiping still insisted on his own opinion, "After all, the group's advantage on the computer side cannot be reflected on the mobile Internet.
However, there is no clear strategic guidance on how the mobile terminal will develop in the future and to what extent it can be achieved.
Especially on the mobile phone hardware side, Tenda has no foundation at all. For example, when it was discussing cooperation with Qingyun, the download and update of mobile phone QQ had to be reviewed by Qingyun App Store.
On the computer side, Qingyun owns shares of Shenzhou Electronics and is trying to get involved in the Minsheng Group. This group also owns 29% of Lianxiang Holdings. If it is allowed to succeed, Qingyun will have a huge advantage on the hardware side.
In addition, it is heard that Qingyun will launch an application store for computers in the future. Everyone knows Qingyun’s ambition is to control software service providers from the source.
We should bring the battlefield here, impose restrictions by communicating with upper-level legislation, and join forces with other software service providers to curb QingCloud's expansion.
Instead of starting a war in the instant messaging field first, all the pressure will be on the group alone, and we will not be able to explain to investors just the loss of advertising business." He sighed and said, "Competition, to put it bluntly, is ultimately a battle of resources and money.
It is well known that Qing Yun made huge profits of over 10 billion US dollars through speculation in the financial market. Judging from his usual style, he is not afraid of gains or losses when he identifies an industry.
Once the group gets caught in a tug-of-war, it will be difficult for the group to extricate itself smoothly.
The loss of advertising business alone and the future uncertainty brought about by competition in the instant messaging field will cause the group's stock price to plummet, and it will not be able to successfully raise funds from the financial market.
Then this competition is an unnecessary war, and it is better to end it early. When the benefits of cooperation are greater than those of competition, we should analyze and interpret it from a more rational perspective. "
Finally, he did not forget to mention, "Of course, if investors are willing to put in extra resources to support the group's efforts and build on its existing advantages, I personally recommend it.
From the very beginning, we put all our strength into preventing Qingyun from expanding at all costs. At the same time, we launched challenges in multiple fields, supported Qingyun's competitors and dispersed its strength.
No matter which path the company chooses, I will do my best to achieve the ultimate victory."
As a top professional manager in the industry, Liu Zhiping was able to lead Tengda to increase its revenue to 10 billion in just one or two years. His talent is unquestionable.
But the more outstanding he is, the more he can feel the terror of Qingyun. When Tengda goes to war with it, it is not just a war with a company, but a war with the entire Qingyun system.
Just like in the group buying business, many people within the company wanted to expand the scale of competition and even cut off traffic to Qingyun, but they were stopped by him.
Tony Ma also valued this point of his and chose to support his decision. Now, it is the same, "There is no doubt that I choose the second path. There is no room for negotiation on this matter.
The group's main investor.
You will come tomorrow, and I want you to repeat the results of your analysis at the investor conference. Tenda has come this far, and it is time to make a more favorable change.
It is difficult to directly convert excess traffic into economic benefits, but it is relatively easy to use this traffic to support Tengda's companies and establish our own business ecosystem..."
Tony Ma is under a lot of pressure. Historically, he made similar decisions one or two years after the three-dunk contest. The main reason was that Tengda's reputation had been ruined, and it was not cost-effective to use malicious traffic diversion tactics again.
Facts have proved that the most efficient and direct way to monetize resources is for Tenda to transform excess traffic into a traffic platform and support the development of other companies in the industry by acquiring shares and holding controlling shares.
Since then, Tengda has soared to the sky, becoming the ceiling of the entire Internet, and gradually widened the gap with the Ali system, starting to dominate the market...
The meeting did not discuss a final result. However, on behalf of the board of directors, the group's chief information officer Xu Chenye led a delegation to Shanghai to discuss the possibility of cooperative coexistence with Qingyun.
The prerequisite is that Qingyun agrees to sell, or use WeChat as a bargaining chip to acquire shares in Tenda. In return, Tenda is willing to open up more traffic to support the development of Qingyun's affiliated companies.
In short, in the field of instant messaging, Tenda does not intend to share resources with any company.
Another tragedy caused by this is that Tengda intends to end the dispute with 361 as soon as possible and concentrate resources to deal with Qingyun's challenge.
The means they used became more violent and ruthless, and were bound to provoke more violent resistance from 361. Events seemed to be developing in an unknown and uncontrollable direction.
……
"Tenda's response is so slow. I originally thought that their mobile Internet communication software had already been developed a long time ago."
Li Zehua was very puzzled and couldn't figure out the reason for a while. In the end, he could only attribute it to the fact that hardware development restricted the living space of software.
For example, his market peer who he has been keeping an eye on is the first kk chat software in history to have a user base of over one million. It claims to have over one million users within half a month of its launch, but in reality, it is just that.
At the beginning, it may be possible to drive a rapid development through other resources, but the subsequent hardware service constraints will greatly limit the development ceiling of mobile communication software.
In a market with a total of 1001 million users, no matter how hard you try, it is impossible for million users to appear. If so, it only proves that the data is falsified.
Getting a head start in the mobile Internet era can only bring temporary advantages. Large companies with more resources can rely on their foundation to slowly consume all competitors.
Unless it is like QingCloud, which has software on one hand and hardware on the other, and relies on the advantages brought by the hardware to set extremely high thresholds to keep out a number of competitors.
One good thing about an era of booming economy is that everyone is scrambling to grab a piece of the incremental market and has no time to consider whether their competitors are also developing.
Naturally, it is impossible for many forces to come together to suppress one company. Without considerable interests, the authorities will not easily introduce anti-monopoly measures to restrict a single company.
Qingyun still has plenty of time to expand its leading advantage without having to worry about policy influences and interference.
After handing over the task of receiving the visiting team from Tengda to Gu Shijie, he turned his attention to the aftermath of the futures market.
"Many things have been settled, and those things that are in the way have to be cleared away, especially in the Jiangsu and Zhejiang regions. Many forces that harbored ill will towards the group have been severely damaged in this speculation.
For those who can withdraw or cut off loans through economic means, we will arrange to invest funds and human resources to fundamentally cut off their possibility of making a comeback.
Arrange secret transfers from the company's special fund account, support their creditors in initiating class action lawsuits, apply for compulsory enforcement, and work towards illegal fundraising.
In short, we need to solve the problem once and for all. If that doesn't work, we can let the desperate creditors perish together with these heavily indebted people, just like they did with the futures company's sales department."
Li Zehua felt that he was becoming more and more cold-blooded and heartless. He didn't care at all that his words might leave more people desperate, or even end their lives prematurely in despair.
"If you go against the group, you will have to bear the corresponding consequences. Any forces that hinder the group from completing the merger and acquisition of textile enterprises will also be treated according to this standard. This is the confidence they rely on.
Isn't it just the funds and resources in their hands? Without the money, I wonder how they can continue to be so arrogant. "
Wang Fei was originally planning to be transferred to Qingyun Power Technology, but he couldn't find a suitable person to replace him and had to stay on temporarily.
He can't wait to stay with his boss. The more secrets he gets exposed to, the better it will be for his future growth. He can do bad things with his boss~ ahem, anyway, this is the only way to make his boss trust him more.
Now he is even involved in the core secrets of arranging actions against the opposition forces, and he is assisting Zhang Tao in doing it. What else is he not satisfied with?
"Sir, except for those who were detained by the investigation team, all the others who crossed the line have been dealt with. Don't worry, it was Ma Jun who personally led the team to handle it, and no traces were left behind."
Zhang Tao would only say so many words in one breath in front of Li Zehua, "The whole family of the person who tried to tamper with your car was sent to where they should go.
The security guard who took the money and let him in was also transferred to the Siam branch. Unfortunately, two days ago, he was robbed by local criminals on his way home from get off work and accidentally lost his life..."
Accidents happen all the time in the world. When people reach Li Zehua's level, they are likely to be caught unless they do something themselves, or they stand on the wrong side in certain critical situations.
Other things are unlikely to affect him personally. At best, the people in charge of the execution will be held accountable.
"Well done. As for those people being investigated by the investigation team, you don't need to intervene. Naturally, there will be people who are more anxious than us and will take the initiative to clean them up."
Li Zehua no longer dwelled on this. "Xiao Wang, since Tengda has come to us, it proves that the time is ripe. We can arrange for someone to notify 361 and express the group's attitude in a subtle way."
"Okay, I'll arrange for someone to do it right away."
(End of this chapter)